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No. of Recommendations: 4
Hi Albert and KPers:

Albert wrote:
"The KARB/KARM port is in need of some repair, but we'll need someone to facilitate the process, and enough people interested enough to carry out the research.
Perhaps the KARB/KARM port should be reviewed and re-balanced by Jan. 1, 2002.
Now would be a good time to start looking for the companies which look more promising than the ones currently in the KARB/KARM portfolio.
So, do we have volunteers for this project ?"

I'll try to help as much as I can, but my time is very limited now. This sounds like an interesting project. We should first decide what to keep and what to drop and then investigate new companies.

We can even consider some unlikely candidates, like food stocks: WFMI is one I own, CAKE and OSSI are interesting.

In entertainment media, PIXR comes to mind.

I still like a few of out old KARB and KARM stocks, QCOM looks to be a bargain at these prices if they execute. RBAK on the other hand needs to be dropped.

Thanks to all of you who have supported our group through this difficult market and these difficult times. We are all learning here and as such, the process is just as important as the final results. I would say we are down, but certainly not out, and who knows? despite the cynicism of some, there might really be a one hundred bagger in our picks ready to be discovered.

Keep the ideas coming!

Erick
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